Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.
Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.
In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.
Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.
Intro - 0:00
Bull Market Is Just Beginning - 1:45
Recap of Matt's Investment Strategy - 11:20
Daily Journal Investment Thesis - 14:50
Why Has It Not Been Discovered? Risks in Daily Journal - 31:40
Barrier to Entry, Similarities to Healthcare Tech Business - 36:57
Get in Touch with Matthew - 40:41
Peterson Capital Management: https://www.petersonfunds.com/about-us/